Recently, the advisory expert group on immunization strategy of the World Health Organization held a meeting to review the evidence of one dose of human papillomavirus (HPV) vaccine. It came to the conclusion that single dose HPV vaccine can provide reliable protection, which is equivalent to the effect of two or three doses of vaccination scheme that is to say, one dose of HPV vaccine can also provide better protection and effectively prevent cervical cancer.
This is the first time that the World Health Organization has approved the “single dose” HPV vaccination program. Related topics immediately rushed to the first microblog hot search.
After the news came out, on April 14, Chongqing Zhifei Biological Products Co.Ltd(300122) ( Chongqing Zhifei Biological Products Co.Ltd(300122) . SZ), Beijing Wantai Biological Pharmacy Enterprise Co.Ltd(603392) ( Beijing Wantai Biological Pharmacy Enterprise Co.Ltd(603392) . SH), Walvax Biotechnology Co.Ltd(300142) ( Walvax Biotechnology Co.Ltd(300142) . ZS) plunged directly.
At the same time, covid-19 pneumonia detection component stocks rose sharply, Thalys Medical Technology Group Corporation(603716) ( Guangzhou Wondfo Biotech Co.Ltd(300482) . SZ), Wuhan Easy Diagnosis Biomedicine Co.Ltd(002932) ( Wuhan Easy Diagnosis Biomedicine Co.Ltd(002932) . SZ), Andon Health Co.Ltd(002432) ( Andon Health Co.Ltd(002432) . SZ) rose one after another, putting on a “double heaven of ice and fire” in the biomedical sectorP align = “center” vaccine leading stocks fell sharply p align = “center” market value of three companies one day evaporated nearly 50 billion
On April 14, Chongqing Zhifei Biological Products Co.Ltd(300122) fell more than 18% during the session, and by the end of the trading day, it had fallen 14.19% to 116 yuan / share. The total market value fell to 185.6 billion yuan, compared with 216.3 billion yuan on the previous trading day. The total market value of had evaporated by 30.7 billion yuan
According to public information, Chongqing Zhifei Biological Products Co.Ltd(300122) is a high-tech biological enterprise integrating R & D, production, promotion, sales, distribution, import and export of vaccines and biological products. The products now sold include recombinant New Coronavirus vaccine (CHO cells) and other independent products, and sells the four valent human papillomavirus vaccine (Saccharomyces cerevisiae) and the nine valent human papillomavirus vaccine (Saccharomyces cerevisiae) .
Chongqing Zhifei Biological Products Co.Ltd(300122) responded to this. The media said that ” company’s internal operation is normal, and the sharp drop in share price is mainly due to the news released by the who, which does mention that three doses of HPV vaccine can only be given one shot, but there is no clinical data support. The company is also discussing and actively dealing with this situation. “
Beijing Wantai Biological Pharmacy Enterprise Co.Ltd(603392) fell by the limit several times. As of today’s closing, it fell 9.46% to 257.59 yuan / share, with a total market value of 156.4 billion yuan, an evaporation of nearly 16.3 billion yuan compared with the previous trading daycenter>
After the WHO news was issued, Beijing Wantai Biological Pharmacy Enterprise Co.Ltd(603392) urgently announced that up to now, the company has only obtained the vaccine registration license in China, but has not obtained the vaccine registration license in overseas countries. The bivalent HPV vaccine currently approved by the company in China is 3 doses (2 doses for women aged 9-14). Before the change of national policy, the company will continue to sell according to the currently approved doses, but it does not rule out that who and the Chinese government will actively promote the once or twice dose immunization procedure in the future
In addition, Walvax Biotechnology Co.Ltd(300142) also fell by nearly 9% in intraday trading today, and then the decline narrowed. As of the closing, it fell 3.08% to 49.11 yuan / share, with a total market value of 78.65 billion yuan, an evaporation of about 1.3 billion yuan from the market value of the previous trading daycenter>
Walvax Biotechnology Co.Ltd(300142) is a company engaged in independent research and development of HPV vaccine. According to its latest announcement, Walvax Biotechnology Co.Ltd(300142) bivalent HPV vaccine has received the drug registration certificate issued by the State Food and drug administration. It is expected that the product batch can be issued in the second quarter. At present, the access work of various provinces and cities in China has been carried out in succession.
on April 14, 4, the total market value of the three companies evaporated nearly 50 billion yuan however, many brokerage research institutions believe that the market misread the information of whoP align = “center” HPV market demand is huge p align = “center” nine price issuance volume is less than one tenth
Public information shows that the HPV vaccines listed in the world include the bivalent vaccine produced by GlaxoSmithKline in the UK, the tetravalent vaccine and nine valent vaccine produced by MSD in the United States, and the bivalent vaccine Xinkening produced by Beijing Wantai Biological Pharmacy Enterprise Co.Ltd(603392) in the United States. At present, the HPV vaccine of GlaxoSmithKline and MSD is the market leader. In China, although the amount of methadone nine valent vaccine has increased compared with that before 2020, it is still “difficult to find one vaccine”.
According to the data provided by China Institute for food and drug control, since its listing, the batch issuance of HPV vaccine has increased significantly, from 1455000 in 2017 to 15432000 in 2020.
among them, after the nine valent vaccine was approved for marketing at the end of April 2018, it increased from 1.216 million in that year to 5.066 million in 2020. As of the first half of 2021, about 11.097 million nine valent HPV vaccines had been approved and issued
however, according to the latest data of the National Bureau of statistics, the age-appropriate population of nine valent HPV vaccine (aged 16-26) is about 120 million, and the issuance amount of nine valent HPV vaccine is less than one tenth however, according to the Health Commission, China will carry out free HPV vaccination in many places.
It is worth mentioning that, according to many media reports, there are 17 HPV vaccines in clinical trials in China, including Ruike Biology (02197. HK). According to the announcement of Ruike biology on March 31, the core product recombinant HPV nine valent vaccine rec603 has been in the phase III clinical trial stage and is expected to become the first domestic HPV nine valent vaccine approved for listing.
In addition, the phase I project of Ruike biological HPV vaccine production base is expected to be completed by the end of this year. At that time, the design capacity of 5 million doses of HPV nine valent vaccine or 30 million doses of HPV two valent vaccine will be realized every yearP align = “center” medicine and biology sector “ice and fire double sky” p align = “center” Andon Health Co.Ltd(002432) now trading limit
Back to the performance of the secondary market, in contrast to the decline in the share price of the above vaccine stocks, covid-19 pneumonia detection related components are now trading at the limit.
Thalys Medical Technology Group Corporation(603716) , Wuhan Easy Diagnosis Biomedicine Co.Ltd(002932) , Andon Health Co.Ltd(002432) have raised the limit one after another Beijing Hotgen Biotech Co.Ltd(688068) ( Beijing Hotgen Biotech Co.Ltd(688068) . SH) rose 11.04% to 212.92 yuan / share Guangzhou Wondfo Biotech Co.Ltd(300482) ( Guangzhou Wondfo Biotech Co.Ltd(300482) . SZ) rose 14.53% to 52.33 yuan / share
of which, Andon Health Co.Ltd(002432) has been trading for three consecutive times april 12 morning, Andon Health Co.Ltd(002432) released the performance forecast for the first quarter of 2022 and the performance express for 2021. The net profit attributable to the shareholders of the listed company was about 14-16 billion yuan, an increase of 3670743% – 4196563% over the same period of last year, and its profit was 380358 million yuan over the same period of last year; It is estimated that the net profit after deducting non recurring profits and losses is about 14 billion yuan to 16 billion yuan, an increase of 73845244% – 84395993% over the same period of last year.
On April 14, Andon Health Co.Ltd(002432) quickly raised the trading limit after opening, and as of the closing, Andon Health Co.Ltd(002432) reported 90.11 yuan / share, a record highcenter>
In addition, Hangzhou Biotest Biotech Co.Ltd(688767) ( Jiangsu Bioperfectus Technologies Co.Ltd(688399) . SH) rose 9.12% and Xilong Scientific Co.Ltd(002584) ( Xilong Scientific Co.Ltd(002584) . SZ) rose 9.99%. According to data, 15 stocks in covid-19 pneumonia detection sector rose by more than 5%.
